Financial Representative Trainee

3 days ago

Scottsdale, United States Mutual of Omaha Full time
Financial Representative Trainee (Sales) - Phoenix, AZ at Mutual of Omaha summary:

The Financial Representative Trainee (Sales) position in Phoenix, AZ is designed for self-motivated individuals seeking to build a career in the financial services industry. The comprehensive training program equips participants with the necessary skills to sell Individual Insurance products while developing a sustainable financial practice. Trainees will gain valuable experience through hands-on projects, mentorship, and will have opportunities for promotion and incentives upon successful completion of the program.

Financial Representative Trainee (Sales) - Phoenix, AZ

Location: Arizona
Work Type: Full Time Regular
Job No: 503424
Categories: Sales, Early Career Programs, Financial Representative Trainee
Application Closes: Open Until Filled

SHARE

 

Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry? We’re seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long-term success. As a Financial Representative Trainee, you’ll embark on a comprehensive program that equips you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice. Through a combination of self-study, hands-on projects, and experienced mentorship, you’ll receive the training and support you need to run your own business and build a rewarding career.

WHAT WE CAN OFFER YOU:

  • Hourly Wage: $16/hour during the training period, which lasts up to 30 days.
  • Upon completion of the trainee period, promotion to a Financial Representative with a $36,000 annual base plus unlimited monthly sales incentive.
  • $1000 bonus after successful completion of trainee period and promotion to a Financial Representative.
  • An education-based Accelerator Program designed to successfully transition you into an independent Financial Advisor.
  • Benefits and Perks, 401(k) plan with a 2% company contribution and 6% company match.
  • Regular associates working 40 hours a week can earn up to 15 days of vacation each year.
  • Regular associates receive 11 paid holidays in 2025, which includes 2 floating holidays that are added to your prorated personal time to be used at your discretion.
  • Regular associates are provided sick leave through the use of personal time. Associates working 40 hours a week can receive up to 40 hours of personal time in 2025, which is prorated based on the start date.
  • Applicants for this position must not now, nor at any point in the future, require sponsorship for employment. 

WHAT YOU'LL DO:

  • You’ll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings.
  • You’ll gain valuable direct sales experience in marketing Individual Insurance products to clients and pass a sales process competency test.
  • You’ll cultivate and sustain prospecting skills such as research, targeting, networking, communication and more through use of personal networks, community events, and social media.
  • You’ll acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits.
  • You’ll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process.

WHAT YOU’LL BRING:

  • Successfully meet all trainee program requirements, gaining the skills and knowledge needed to excel.
  • Obtain the required insurance licenses prior to starting the job, with up to two attempts allowed for the Life and Health exam. 
  • Pass the CRD/FINRA background check at hire and ongoing, with securities licensing required within 24 months of entry into the program.
  • Be highly self-motivated and results-oriented, working both independently and as part of a team. 
  • Be able to travel up to 50% of the time, hold and maintain a valid U.S. driver's license, and have access to reliable transportation for meetings and appointments.
  • You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do.

PREFERRED:

  • Knowledge of the Insurance/Financial Services industry, products and marketing practices.
  • Bachelor's degree or equivalent preferred but not required.

We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply 

After applying, for inquiries about your application or the hiring process please email our Talent Acquisition area at careers@mutualofomaha.com.

Need help? Email Us Apply Now Great place to work

Together we achieve greatness. Not only is this a core value, but it’s also representative of the kind of place we are — built by the strength and integrity of our employees. It’s why we’re named a “Great Place to Work”.

See All Awards

An inclusive culture

Surround yourself with an authentic and inclusive culture. Your strengths and differences will be valued and celebrated by a diverse community of co‑workers.

Discover Our Culture

Related Job Openings Financial Representative Trainee (Sales) - Springfield, MO

Missouri | 503427

Financial Representative Trainee (Sales)--Miami, FL

Florida | 503421

Financial Representative Trainee (Sales)--Boston, MA

Massachusetts | 503420


Keywords:

financial representative, sales trainee, insurance products, financial services, career development, sales experience, mentor program, holistic financial advice, prospecting skills, customer engagement

  • Financial Representative Trainee

    2 days ago

    Scottsdale, United States Mutual of Omaha Full time

    Financial Representative Trainee (Sales) - Phoenix, AZ at Mutual of Omaha summary: The Financial Representative Trainee position in Phoenix, AZ, is designed for driven individuals eager to begin a career in financial services. Candidates will engage in a comprehensive training program to develop skills in selling Individual Insurance products and...

  • Financial Representative Trainee

    2 days ago

    Scottsdale, United States Mutual of Omaha Full time

    Financial Representative Trainee (Sales) - Phoenix, AZ at Mutual of Omaha summary: The position is for a Financial Representative Trainee in Phoenix, AZ, designed for motivated individuals eager to launch a career in financial services. The trainee will engage in a comprehensive program focused on marketing Individual Insurance products, building sales...

  • Financial Representative Trainee

    2 days ago

    Scottsdale, United States Mutual of Omaha Full time

    Financial Representative Trainee (Sales) - Phoenix, AZ at Mutual of Omaha summary: The Financial Representative Trainee position is a comprehensive early career program that equips individuals with the necessary skills and competencies to sell Individual Insurance products and develop a sustainable financial practice. This role combines self-study,...

  • Financial Representative Trainee

    3 days ago

    Scottsdale, United States Mutual of Omaha Full time

    Financial Representative Trainee (Sales) - Phoenix, AZ at Mutual of Omaha summary: The Financial Representative Trainee position in Phoenix, AZ offers a comprehensive training program for individuals eager to begin a career in financial services. Participants will gain valuable skills in selling individual insurance products and building a financial...

  • Financial Representative Trainee

    2 days ago

    Scottsdale, United States Mutual of Omaha Full time

    Financial Representative Trainee (Sales) - Phoenix, AZ at Mutual of Omaha summary: The Financial Representative Trainee program in Phoenix, AZ is a comprehensive training initiative aimed at individuals eager to begin their careers in the financial services industry. Participants will learn essential skills to sell Individual Insurance products and build...

  • Financial Representative Trainee

    4 weeks ago

    Scottsdale, United States Mutual of Omaha Full time

    Financial Representative Trainee (Sales) - Phoenix, AZ Location: Arizona Work Type: Full Time Regular Job No: 503424 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until...

  • Financial Analyst Trainee

    1 week ago

    Scottsdale, Arizona, United States COMMLOAN, INC. Full time

    Job OverviewCommLoan, Inc. is seeking a highly motivated and detail-oriented Financial Analyst Trainee to support the commercial real estate loan team.The ideal candidate will have a strong educational foundation in finance, economics, or real estate, with excellent analytical and problem-solving skills.We offer a competitive salary of $55,000 - $65,000 per...

  • Financial Rep – Upcoming Grad

    2 days ago

    Scottsdale, United States Mutual of Omaha Full time

    Financial Rep – Upcoming Grad at Mutual of Omaha summary: The Financial Representative Trainee position is an opportunity for new graduates to start a career in the financial services industry. This full-time role involves participating in a comprehensive training program focused on selling individual insurance products and developing holistic...

  • Financial Rep – Upcoming Grad

    2 days ago

    Scottsdale, United States Mutual of Omaha Full time

    Financial Rep – Upcoming Grad at Mutual of Omaha summary: The Financial Representative Trainee is an entry-level position aimed at recent graduates seeking to establish a career in the financial services industry. This role involves comprehensive training in sales techniques, client relationship management, and the provision of holistic financial...

  • Financial Rep – Upcoming Grad

    3 days ago

    Scottsdale, United States Mutual of Omaha Full time

    Financial Rep – Upcoming Grad at Mutual of Omaha summary: The Financial Representative Trainee position is designed for motivated individuals eager to start a career in the financial services industry. Trainees will engage in a comprehensive program focusing on selling Individual Insurance products and acquiring essential financial advisory skills....

  • Financial Rep – Upcoming Grad

    3 days ago

    Scottsdale, United States Mutual of Omaha Full time

    Financial Rep – Upcoming Grad at Mutual of Omaha summary: As a Financial Representative Trainee in Phoenix, AZ, you will engage in a dynamic program aimed at developing your sales skills in the financial services industry. This role involves marketing Individual Insurance products, participating in goal-setting sessions, and obtaining required...

  • Financial Rep – Upcoming Grad

    3 days ago

    Scottsdale, United States Mutual of Omaha Full time

    Financial Rep – Upcoming Grad at Mutual of Omaha summary: The Financial Representative Trainee position offers an engaging opportunity for upcoming graduates to enter the financial services industry in Phoenix, AZ. Trainees will undergo a comprehensive program designed to equip them with the skills to sell individual insurance products and develop a...

  • Financial Rep – Upcoming Grad

    2 days ago

    Scottsdale, United States Mutual of Omaha Full time

    Financial Rep – Upcoming Grad at Mutual of Omaha summary: As a Financial Representative Trainee, you will participate in a comprehensive accelerator program designed to equip you with the necessary skills for building a successful financial advisory career. This role involves direct sales experience in marketing individual insurance products, along...

  • Financial Rep – Upcoming Grad

    2 days ago

    Scottsdale, United States Mutual of Omaha Full time

    Financial Rep – Upcoming Grad at Mutual of Omaha summary: As a Financial Representative Trainee, you will engage in a comprehensive training program designed to prepare you for a successful career in financial services, focusing on the marketing and sale of Individual Insurance products. You'll gain hands-on experience while developing vital skills in...

  • Financial Services Representative

    5 days ago

    Scottsdale, Arizona, United States Rockefeller Financial Full time

    About Rockefeller Capital Management:Established in 2018, Rockefeller Capital Management is a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from...

  • Financial Services Representative

    1 week ago

    Scottsdale, Arizona, United States Vanguard Full time

    Financial Career OpportunitiesVanguard offers a hybrid working model that combines the benefits of flexibility with in-person learning and collaboration. As a Financial Services Representative, you will be part of a mission-driven team that is committed to delivering long-term client outcomes.In this role, you will engage with clients and provide...

  • Financial Operations Representative

    4 weeks ago

    Scottsdale, Arizona, United States Randstad Full time

    About the RoleWe are seeking a highly skilled Financial Operations Representative to join our team. In this role, you will be responsible for providing exceptional client service and support in a fast-paced call center environment.

  • Financial Services Representative

    1 week ago

    Scottsdale, Arizona, United States Flagstar Bank Full time

    Job Overview:A Financial Services Representative at Flagstar Bank plays a vital role in delivering exceptional client experiences. We are seeking a highly motivated and results-driven individual to join our team as a Client Relationship Specialist.

  • Financial Services Representative

    2 weeks ago

    Scottsdale, Arizona, United States Americor Full time

    We are seeking a talented Financial Services Representative to join our team at Americor in Scottsdale, AZ. As a Customer Service Representative, you will be responsible for delivering exceptional customer service and support to our clients.Your Key Responsibilities:Communicate effectively with customers and respond to their inquiries.Utilize call center...

  • Senior Financial Services Representative

    6 days ago

    Scottsdale, Arizona, United States Randstad Full time

    At Randstad, we're looking for a skilled and customer-focused individual to join our team as a Senior Financial Services Representative.Job OverviewThis role offers an exciting opportunity to work with one of the world's largest financial institutions, known for its commitment to client-centricity, collaboration, and a culture that values growth and...